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IBEX Wealth Advisors’s Amazon AMZN Stock Holding History

IBEX Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.1M Buy
82,325
+3,648
+5% +$803K 1.6% 16
2025
Q4 		$18.2M Sell
78,677
-18,447
-19% -$4.22M 1.78% 10
2025
Q3 		$21.3M Buy
97,124
+21,753
+29% +$4.92M 2.04% 8
2025
Q2 		$16.5M Sell
75,371
-11,543
-13% -$2.28M 1.76% 10
2025
Q1 		$16.5M Sell
86,914
-372
-0.4% -$80.7K 2.19% 8
2024
Q4 		$19.1M Buy
87,286
+23,837
+38% +$4.88M 2.26% 5
2024
Q3 		$10.5M Sell
63,449
-20,956
-25% -$3.82M 2.88% 9
2024
Q2 		$16.3M Buy
84,405
+65,286
+341% +$12M 2.55% 5
2024
Q1 		$1.61M Buy
19,119
+19,044
+25,392% +$3.18M 0.44% 63
2023
Q4 		$11.4K Sell
75
-19,425
-100% -$2.72M 2.48% 6
2023
Q3 		$2.48M Buy
+19,500
New +$2.61M 0.63% 49
2023
Q1 		$1.91M Sell
18,458
-661
-3% -$63.9K 0.49% 60
2022
Q4 		$1.61M Buy
19,119
+711
+4% +$70.2K 0.36% 76
2022
Q3 		$2.08M Sell
18,408
-92
-0.5% -$11.6K 0.54% 64
2022
Q2 		$1.97M Sell
18,500
-30,380
-62% -$3.8M 0.45% 78
2022
Q1 		$7.97M Buy
48,880
+340
+0.7% +$52.5K 1.53% 14
2021
Q4 		$8.09M Buy
48,540
+600
+1% +$103K 1.43% 14
2021
Q3 		$7.87M Buy
47,940
+980
+2% +$169K 1.52% 9
2021
Q2 		$8.08M Buy
+46,960
New +$7.8M 1.61% 11
2019
Q3 		– Sell
-53,160
Closed -$5.03M – 105
2019
Q2 		$5.03M Buy
+53,160
New +$4.95M 1.45% 16
2018
Q1 		– Sell
-13,300
Closed -$829K – 88
2017
Q4 		$829K Buy
13,300
+140
+1% +$7.7K 0.37% 60
2017
Q3 		$652K Buy
13,160
+660
+5% +$32.4K 0.24% 90
2017
Q2 		$622K Buy
+12,500
New +$596K 0.24% 90
2017
Q1 		– Sell
-2,800
Closed -$113K – 89
2016
Q4 		$113K Buy
+2,800
New +$110K 0.05% 130

Other funds holding AMZN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IBEX Wealth Advisors's AMZN Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Amazon (AMZN) stake by 4.6% in Q1 2026, buying an estimated $803K and bringing the position to 82,325 shares worth $17.1M. The position accounts for 1.6% of the portfolio, ranked #16.

IBEX Wealth Advisors first reported a position in AMZN in Q4 2016 and has held it in 24 quarters since. The position peaked at $21.3M in Q3 2025. 5,983 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

  • IBEX Wealth Advisors held 82,325 shares of Amazon worth $17.1M as of Q1 2026.
  • IBEX Wealth Advisors bought 3,648 Amazon shares in Q1 2026, an estimated $803K.
  • Amazon made up 1.6% of IBEX Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • IBEX Wealth Advisors first reported a position in Amazon in Q4 2016 and has held it in 24 quarters since.
  • IBEX Wealth Advisors's Amazon position peaked at $21.3M in Q3 2025.
  • 5,983 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.